SimplyBook.me

Accept deposits custom feature/fr: Difference between revisions

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Created page with "Accepter les acomptes fonctionnalité personnalisée"
 
Created page with ":1. Pour activer cette fonctionnalité, accédez à la page <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Fonctionnalités personnalisées</span>, section <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Améliorations commerciales</span>, cliquez sur <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accepter les acomptes</span> et placez le curseur sur la position <span style="background-color:#d4f8e..."
 
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{{#seo:
{{#seo:
|title=Custom Features - SimplyBook.me
|title=Custom Features - SimplyBook.me
<div lang="en" dir="ltr" class="mw-content-ltr">
|description=Ajoutez des options de dépôt à vos réservations. Réduisez les absences et garantissez les engagements. Cliquez ici pour activer cette fonctionnalité !
|description=Add deposit options to your bookings. Reduce no-shows and secure commitments. Click here to activate this feature!
</div>
|titlemode=append
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, deposit, deposits, accept deposits, deposit to book
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, deposit, deposits, accept deposits, deposit to book
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<div lang="en" dir="ltr" class="mw-content-ltr">
[[File:Accept deposits icon.png|left]]<br> Utilisez les acomptes pour augmenter les chances que les clients se présentent pour le service et vous assurer que, s'ils ne se présentent pas, vous pouvez conserver l'acompte. Notez que certains clients peuvent contacter directement leur banque pour obtenir le remboursement des acomptes, auquel cas vous ne pouvez pas faire grand-chose, mais ces cas devraient être rares.
[[File:Accept deposits icon.png |left]]<br> Use deposits to increase the likelihood of clients coming for the service and make sure that in case they do not show up that you can keep the deposit. Remark that some clients may contact their bank directly to get refund of deposits in which case there is little that can be done but such cases should be rare.
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note''':</span>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Remarque''':</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">When you enable Accept deposits feature <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Accept_payments_custom_feature|Accept Payments]]</span> will be enabled as well.</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Lorsque vous activez la fonctionnalité « Accepter les acomptes</span> »,<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;"> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Accept_payments_custom_feature|la fonctionnalité « Accepter les paiements »]]</span> est également activée.</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Deposit amounts can only be set per services and/or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Classes_custom_feature|classes]].</span></span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Les montants des acomptes ne peuvent être définis que par service et/ou <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Classes_custom_feature|cours]].</span></span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This feature is not compatible with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Tickets custom feature|Tickets]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Ticket%27s_QR_Code|Ticket's QR Code]]</span>.</span></span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Cette fonctionnalité n'est pas compatible avec <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Tickets custom feature|les tickets]]</span> et <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Ticket%27s_QR_Code|le code QR des tickets]]</span>.</span></span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If the client wants to apply <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Coupons_and_Gift_Cards_custom_feature|a promocode]]</span> or a previously purchased <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Packages_custom_feature|package]]</span> during purchase he/she needs to pay full price only as these items cannot be applied with deposits.</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Si le client souhaite appliquer <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Coupons_and_Gift_Cards_custom_feature|un code promotionnel]]</span> ou un <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Packages_custom_feature|forfait]]</span> acheté précédemment lors de l'achat, il doit payer le prix total, car ces articles ne peuvent pas être appliqués aux acomptes.</span>
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<br><br>
;How to use
;Comment utiliser
</div>


<div lang="en" dir="ltr" class="mw-content-ltr">
:1. Pour activer cette fonctionnalité, accédez à la page <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Fonctionnalités personnalisées</span>, section <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Améliorations commerciales</span>, cliquez sur <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accepter les acomptes</span> et placez le curseur sur la position <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Activé</span> ou cliquez sur le bouton <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Activer</span> à droite de la page.
:1. To enable this feature please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page, <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Business enhancements</span> section, click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accept deposits</span> and either move the switcher to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span> position or hit <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button on the right side of the page.
[[File:Accept deposits enable path redesigned.png|1200px |border| center|link=https://help.simplybook.me/images/f/f8/Accept_deposits_enable_path_redesigned.png]]
[[File:Accept deposits enable path redesigned.png|1200px |border| center|link=https://help.simplybook.me/images/f/f8/Accept_deposits_enable_path_redesigned.png]]
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:2. You can set the system to allow the clients to pay deposits only via booking site by disabling <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow clients to pay full price</span> option on the right side of the page.<br>
:2. Vous pouvez configurer le système pour permettre aux clients de payer des acomptes uniquement via le site de réservation en désactivant l'option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Autoriser les clients à payer le prix total</span> à droite de la page.<br>
:In this case if deposit amount is indicated per service/<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Classes_custom_feature|class]]</span> the client will pay that amount to confirm their booking.<br>  
:Dans ce cas, si le montant de l'acompte est indiqué par<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Classes_custom_feature|service/cours]]</span>, le client paiera ce montant pour confirmer sa réservation.<br>  
:If only full amount is set per service/class then the clients will pay full price.
:Si seul le montant total est défini par service/cours, les clients paieront le prix total.
:In case <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow clients to pay full price</span> is enabled(default state) and deposit amount is indicated per service/class the clients will have a choice to pay either full price or deposit at checkout.<br>
:Si l'option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Autoriser les clients à payer le prix total</span> est activée (état par défaut) et que le montant de l'acompte est indiqué par service/cours, les clients auront le choix de payer le prix total ou l'acompte lors du paiement.<br>
As well you can allow or prohibit selcting "Pay later" option for deposit payments.
Vous pouvez également autoriser ou interdire la sélection de l'option « Payer plus tard » pour les paiements d'acompte.
[[File:Accept payments settings redesigned.png|1200px|border| center|link=https://help.simplybook.me/images/5/5b/Accept_payments_settings_redesigned.png]]
[[File:Accept payments settings redesigned.png|1200px|border| center|link=https://help.simplybook.me/images/5/5b/Accept_payments_settings_redesigned.png]]
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:3. To set deposit amounts per your services please either go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services(Classes)</span> or use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> button near this custom feature title.
:3. Pour définir les montants des acomptes par service, veuillez vous rendre dans <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Gérer</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Services (Cours)</span> ou utiliser le bouton <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Gérer</span> à côté du titre de cette fonctionnalité personnalisée.
[[File:Accept deposits manage path.png|1200px|border|center|link=https://help.simplybook.me/images/8/80/Accept_deposits_manage_path.png]]
[[File:Accept deposits manage path.png|1200px|border|center|link=https://help.simplybook.me/images/8/80/Accept_deposits_manage_path.png]]
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:4. Click on the service/class name for the desired item to open <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Service/Class details</span> tab and move <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable deposit</span> switcher to the active position.
:4. Cliquez sur le nom du service/de la classe correspondant à l'élément souhaité pour ouvrir l'onglet <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Détails du service/de la classe</span>, puis activez le bouton <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Activer le dépôt</span>.
[[File:Enable deposit per service path redesigned.png|1200px|boredr|center|link=https://help.simplybook.me/images/3/3d/Enable_deposit_per_service_path_redesigned.png]]
[[File:Enable deposit per service path redesigned.png|1200px|boredr|center|link=https://help.simplybook.me/images/3/3d/Enable_deposit_per_service_path_redesigned.png]]
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:5. Indicate the amount you would like to receive as a deposit for this item in the corresponding box(it should be less than actual price, but more than 0) and save settings.
:5. Indiquez le montant que vous souhaitez recevoir à titre de dépôt pour cet élément dans la case correspondante (il doit être inférieur au prix réel, mais supérieur à 0) et enregistrez les paramètres.
[[File:Deposit amount settings redesigned.png|1200px |border|center|link=https://help.simplybook.me/images/6/69/Deposit_amount_settings_redesigned.png]]
[[File:Deposit amount settings redesigned.png|1200px |border|center|link=https://help.simplybook.me/images/6/69/Deposit_amount_settings_redesigned.png]]
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:6. After you save all the settings the services will have two prices displayed on the booking site: full amount and deposit.
:6. Une fois tous les paramètres enregistrés, les services afficheront deux prix sur le site de réservation : le montant total et l'acompte.
[[File:Deposits booking site vew upd.png|1200px |border|center]]
[[File:Deposits booking site vew upd.png|1200px |border|center]]
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:7. When the clients pay the deposit amount online to confirm their booking two orders/invoices will be created in the system: one for the deposit and the second for the rest amount<br>
:7. Lorsque les clients paient l'acompte en ligne pour confirmer leur réservation, deux commandes/factures sont créées dans le système : une pour l'acompte et une pour le solde<br>
:(it will be shown as pending till the client pays at the place of appointment and you manually approve it).<br>
:(elles apparaîtront comme en attente jusqu'à ce que le client paie sur place et que vous les approuviez manuellement).<br>
:You can manage them in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions.</span>
:Vous pouvez les gérer dans <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Rapports</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Transactions de paiement.</span>
[[File:Deposit &remainder invoices in the report redesigned.png|1200px|border| center|link=https://help.simplybook.me/images/7/7d/Deposit_%26remainder_invoices_in_the_report_redesigned.png]]
[[File:Deposit &remainder invoices in the report redesigned.png|1200px|border| center|link=https://help.simplybook.me/images/7/7d/Deposit_%26remainder_invoices_in_the_report_redesigned.png]]
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:Or via <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Point_of_Sale_custom_feature|Point of Sale]]</span> interface:
:Ou via l'interface <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Point_of_Sale_custom_feature|Point de vente]]</span>:
[[File:Deposit invoices in pos updated.png|1200px|border|center|link=https://help.simplybook.me/images/d/d7/Deposit_invoices_in_pos_updated.png]]
[[File:Deposit invoices in pos updated.png|1200px|border|center|link=https://help.simplybook.me/images/d/d7/Deposit_invoices_in_pos_updated.png]]
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